Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Loftin is a financial advisor with Capfinancial Securities, LLC in Raleigh, NC. Megan has been in the industry since 2010 and holds Series 7, 24, 63, and 66 licenses. Megan has experience in providing investment advice and financial planning services to individuals and families. Megan previously worked with Cambridge Investment Research, Inc. in Fairfield, IA, Security Distributors, Inc. in Topeka, KS, Hancock Investment Services, Inc. in Baton Rouge, LA, and Captrust Financial Advisors in Raleigh, NC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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2
NC
07/16/2021 - Present
Capfinancial Securities, LLC (RALEIGH NC)
IA
11/22/2013 - 06/01/2021
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
KS
07/26/2012 - 05/13/2013
SECURITY DISTRIBUTORS, INC. (TOPEKA KS)
LA
01/13/2012 - 07/02/2012
HANCOCK INVESTMENT SERVICES, INC. (BATON ROUGE LA)
NC
11/20/2007 - 06/22/2010
CAPTRUST FINANCIAL ADVISORS (RALEIGH NC)
BC
Issued 02/17/2012
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 01/03/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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